Workflows that work for you
Keep your practice productive and your team aligned.
No more juggling spreadsheets or chasing updates. With Dext’s Workflows, your team gets the tools to structure, track, and complete key accounting processes faster and more accurately than ever before.
No credit card required.
2023 Winner - ‘ Best Accounting Cloud-Based Software Company’
2024 UK Winner - Xero small business app of the year
2024 US Winner - Xero small business app of the year
Why consistent workflows keep your practice on track
Dext's Workflows lets you standardise your processes, save time, and stay in control of every task.
Streamline recurring work
Turn repeatable processes like client onboarding or year-end reviews into simple, reusable workflows your team can follow with confidence.
Accuracy and accountability
Assign tasks, track completion, and keep everyone accountable, ensuring every job gets done right, on time, every time.
Smart automation
Use real-time client data to update task statuses automatically, so you spend less time chasing updates and more time delivering results.
Full team visibility
View every workflow in one dashboard. See who’s assigned to what, what’s in progress, and where attention’s needed.
See how Workflows work for you
Learn how Dext's Workflows feature works with all the applications and services you know and love.
Watch the product tour.
Keep every task on track with Simple Workflows
Build repeatable processes your team can actually follow.
From year-end reviews to client onboarding, create workflow templates, assign tasks, and track progress in one place so nothing gets missed.
Available on Advanced plans.
Go further with Intelligent Workflows
Automate reviews with real-time data from Xero and QuickBooks.
Key checks like bank reconciliation, VAT, and aged receivables run automatically, helping your team focus on insights, not admin.
Available on Advanced Practice plans with the Data Health & Insights add-on.
See the full picture with the Workflows Practice dashboard
See every workflow in one place.
Monitor what’s on track or overdue, filter by client, team, or workflow type, and customise views to manage capacity with confidence.
Available on Advanced Practice plans.
Plans to suit your business
All pricing plans cover the accounting essentials, with room to grow.
Join thousands of firms who rely on Dext for Workflows
Businesses globally
Accounting and bookkeeping firms
Business documents processed annually
CUSTOMER TESTIMONIAL
“I got so much peace of mind and better sleep knowing we were more sorted, without unexpected nasty surprises. The effect Dext had on our practice and on my life has been like no other software we've ever used.”
Jeannie Savage – CEO, Cloud 9 Strategic Bookkeeping
Our support service is at your disposal
Our support service answers your technical questions by chat or email and offers you valuable advice to support your digital transition.
customer satisfaction rating (NPS)
48 hours
median time to first response.
+ 250 tutorials
available on our Help Centre
Try Dext yourself with our 14-day free trial
Over 700,000 businesses and 12,000 bookkeeping and accounting firms worldwide use Dext to make more time for the things they do best. Click below to find out more.
Workflows Dashboard FAQs
Dext Workflows are tools that help you standardise and automate accounting tasks across your client base, ensuring consistency and efficiency.
Simple Workflows provide structured task lists for recurring processes. Intelligent Workflows integrate with Xero and QuickBooks Online to automatically update tasks based on real-time data.
Simple Workflows are included in Dext Advanced plans. Intelligent Workflows are available as part of Advanced Practice plans with the Data Health & Insights add-on.
Yes, you can tailor workflows to meet the specific needs of each client, ensuring flexibility and relevance.
Yes. Real-time updates rely on data from Xero or QuickBooks Online.
Yes, Intelligent Workflows require integration with Xero or QuickBooks Online to access real-time data.